Hayden Willner
Advisor at Cwm, Llc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cwm, Llc
Location
Little Falls, MN 56345
Credentials
CFP®, ChFC®, Series 66
Industry experience
5 years
Fee options
Flat fees for financial planning and estate planning services (e.g., Trust & Will fixed fee for estate documents) are mentioned but specific amounts not clearly stated.
Fees for financial planning services may be charged hourly, but specific hourly rates not clearly stated in the brochure.
Work history
Cetera Investment Advisers LLC
2023 - Present (3 years)
Cwm, Llc
2022 - Present (4 years)
Cetera Wealth Services, LLC
2021 - Present (5 years)
MAG Insurance Agency Inc
2019 - Present (7 years)
Cetera Advisor Networks
2019 - 2021 (2 years)
Menards
2016 - 2017 (1 year)
MAG Wealth Management
2015 - 2024 (9 years)
St. Cloud State University
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Kyle P
Series 66
Little Falls, MN
Edward Jones
Zachary K
CFP®, Series 66
Little Falls, MN
Edward Jones
Aubrey H
Series 66
Little Falls, MN
Edward Jones
Jana F
CFP®, Series 66
Little Falls, MN
Edward Jones
Paul W
Series 63, Series 65
Little Falls, MN
Interactive Financial Advisors
Jeremy W
Series 66
Little Falls, MN
Cwm, Llc
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